Lincoln Capital LLC
LINCOLN NE · SEC CIK 0001633862
$5.62亿2026Q2 申报市值
137持仓数
55.2%前十大占比 · 第一大 9.6%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DHR 加仓+$124.92万
FWONK 加仓+$52.33万
CGDG 加仓+$45.22万
CGMS 新建仓+$34.57万
CGDV 加仓+$34.57万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$91.02万
BRK/B 减仓-$80.31万
MA 减仓-$62.81万
MKL 减仓-$62.30万
AMZN 减仓-$45.24万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $5,420.78万 | 9.65% | 151,685 | -2,547 | -1.7% | -$91.02万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,016.41万 | 8.93% | 100,250 | -1,605 | -1.6% | -$80.31万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $4,118.68万 | 7.33% | 55 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $3,488.44万 | 6.21% | 17,862 | -319 | -1.8% | -$62.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,200.33万 | 5.69% | 34,211 | -334 | -1.0% | -$31.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,002.40万 | 5.34% | 58,458 | -1,223 | -2.0% | -$62.81万 | 减仓 |
| AMZN | AMAZON COM INC | $1,836.22万 | 3.27% | 77,042 | -1,898 | -2.4% | -$45.24万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,738.78万 | 3.09% | 91,284 | 6,558 | 7.7% | $124.92万 | 加仓 |
| AAPL | APPLE INC | $1,629.16万 | 2.90% | 56,302 | 267 | 0.5% | $7.73万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,560.62万 | 2.78% | 152,717 | -3,599 | -2.3% | -$36.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,553.36万 | 2.76% | 41,643 | -1,001 | -2.3% | -$37.34万 | 减仓 |
| HGTY | HAGERTY INC | $1,160.59万 | 2.07% | 973,651 | 22,999 | 2.4% | $27.41万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,070.44万 | 1.90% | 145,935 | -3,051 | -2.0% | -$22.38万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $950.98万 | 1.69% | 25,661 | -329 | -1.3% | -$12.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $895.75万 | 1.59% | 27,365 | -722 | -2.6% | -$23.63万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $867.69万 | 1.54% | 60,002 | -22 | -0.0% | -$3,181 | 减仓 |
| MCD | MCDONALDS CORP | $819.70万 | 1.46% | 30,324 | -1,378 | -4.3% | -$37.25万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $804.84万 | 1.43% | 84,595 | 5,500 | 7.0% | $52.33万 | 加仓 |
| DIS | DISNEY WALT CO | $692.98万 | 1.23% | 71,998 | -4,214 | -5.5% | -$40.56万 | 减仓 |
| LIN | LINDE PLC | $685.44万 | 1.22% | 13,208 | -59 | -0.4% | -$3.06万 | 减仓 |
| KO | COCA COLA CO | $617.39万 | 1.10% | 75,968 | -3,259 | -4.1% | -$26.49万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $610.31万 | 1.09% | 18,043 | -951 | -5.0% | -$32.17万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $569.33万 | 1.01% | 22,417 | -1,186 | -5.0% | -$30.12万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $535.18万 | 0.95% | 49,785 | -248 | -0.5% | -$2.67万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $526.95万 | 0.94% | 57,109 | -1,049 | -1.8% | -$9.68万 | 减仓 |
| UNP | UNION PAC CORP | $520.34万 | 0.93% | 19,130 | -741 | -3.7% | -$20.16万 | 减仓 |
| MCO | MOODYS CORP | $491.90万 | 0.88% | 10,861 | -165 | -1.5% | -$7.47万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $467.71万 | 0.83% | 65,323 | -2,552 | -3.8% | -$18.27万 | 减仓 |
| GOOG | ALPHABET INC | $441.56万 | 0.79% | 12,497 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $420.00万 | 0.75% | 148,987 | -79 | -0.1% | -$2,227 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $370.33万 | 0.66% | 11,218 | -554 | -4.7% | -$18.29万 | 减仓 |
| IVV | ISHARES TR | $361.03万 | 0.64% | 4,821 | 273 | 6.0% | $20.44万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $341.09万 | 0.61% | 72,265 | 7,305 | 11.2% | $34.48万 | 加仓 |
| FAST | FASTENAL CO | $336.15万 | 0.60% | 69,988 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $322.19万 | 0.57% | 4,456 | 17 | 0.4% | $1.23万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $307.00万 | 0.55% | 63,208 | -215 | -0.3% | -$1.04万 | 减仓 |
| CB | CHUBB LIMITED | $298.59万 | 0.53% | 8,763 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $281.59万 | 0.50% | 4,439 | -33 | -0.7% | -$2.09万 | 减仓 |
| GLW | CORNING INC | $266.16万 | 0.47% | 10,420 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $262.44万 | 0.47% | 14,884 | -2,311 | -13.4% | -$40.75万 | 减仓 |
| WMT | WALMART INC | $258.40万 | 0.46% | 22,815 | 74 | 0.3% | $8,381 | 加仓 |
| CAT | CATERPILLAR INC | $250.78万 | 0.45% | 2,355 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $202.94万 | 0.36% | 14,988 | -513 | -3.3% | -$6.95万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $195.61万 | 0.35% | 22,709 | 1,025 | 4.7% | $8.83万 | 加仓 |
| BLK | BLACKROCK INC | $194.53万 | 0.35% | 2,023 | -286 | -12.4% | -$27.50万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $190.20万 | 0.34% | 42,760 | 7,764 | 22.2% | $34.53万 | 加仓 |
| VLTO | VERALTO CORP | $190.18万 | 0.34% | 21,446 | -264 | -1.2% | -$2.34万 | 减仓 |
| ECL | ECOLAB INC | $182.60万 | 0.32% | 6,554 | -18 | -0.3% | -$5,015 | 减仓 |
| CINF | CINCINNATI FINL CORP | $181.68万 | 0.32% | 9,813 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $172.07万 | 0.31% | 11,371 | -464 | -3.9% | -$7.02万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $170.48万 | 0.30% | 21,673 | -514 | -2.3% | -$4.04万 | 减仓 |
| IEFA | ISHARES TR | $167.98万 | 0.30% | 17,393 | -117 | -0.7% | -$1.13万 | 减仓 |
| IDXX | IDEXX LABS INC | $157.41万 | 0.28% | 2,990 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $155.93万 | 0.28% | 20,222 | 240 | 1.2% | $1.85万 | 加仓 |
| IJR | ISHARES TR | $154.86万 | 0.28% | 10,442 | 146 | 1.4% | $2.17万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $146.42万 | 0.26% | 34,590 | 6,302 | 22.3% | $26.68万 | 加仓 |
| VB | VANGUARD INDEX FDS | $145.50万 | 0.26% | 4,800 | 435 | 10.0% | $13.19万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $129.41万 | 0.23% | 34,501 | 12,055 | 53.7% | $45.22万 | 加仓 |
| ESAB | ESAB CORPORATION | $124.66万 | 0.22% | 12,639 | -32 | -0.3% | -$3,156 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $119.79万 | 0.21% | 24,308 | 7,014 | 40.6% | $34.57万 | 加仓 |
| MSCI | MSCI INC | $113.24万 | 0.20% | 2,022 | -96 | -4.5% | -$5.38万 | 减仓 |
| TSLA | TESLA INC | $109.84万 | 0.20% | 2,611 | -368 | -12.4% | -$15.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $109.45万 | 0.19% | 5,470 | -41 | -0.7% | -$8,204 | 减仓 |
| USMV | ISHARES TR | $105.99万 | 0.19% | 10,988 | -141 | -1.3% | -$1.36万 | 减仓 |
| HD | HOME DEPOT INC | $100.66万 | 0.18% | 2,854 | -563 | -16.5% | -$19.86万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $98.54万 | 0.18% | 28,464 | 892 | 3.2% | $3.09万 | 加仓 |
| — | EXXON MOBIL CORP | $97.88万 | 0.17% | 7,159 | 83 | 1.2% | $1.13万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $92.59万 | 0.16% | 6,314 | 54 | 0.9% | $7,919 | 加仓 |
| VTV | VANGUARD INDEX FDS | $89.75万 | 0.16% | 4,118 | -92 | -2.2% | -$2.01万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $88.81万 | 0.16% | 19,801 | -459 | -2.3% | -$2.06万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.57万 | 0.15% | 1,133 | -5 | -0.4% | -$3,732 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $84.38万 | 0.15% | 5,062 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $81.03万 | 0.14% | 1,990 | -220 | -10.0% | -$8.96万 | 减仓 |
| BN | BROOKFIELD CORP | $77.84万 | 0.14% | 18,278 | -938 | -4.9% | -$3.99万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $77.63万 | 0.14% | 4,946 | 896 | 22.1% | $14.06万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $75.83万 | 0.13% | 12,704 | 252 | 2.0% | $1.50万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $74.16万 | 0.13% | 10,408 | 661 | 6.8% | $4.71万 | 加仓 |
| PSX | PHILLIPS 66 | $72.87万 | 0.13% | 4,310 | -150 | -3.4% | -$2.54万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $71.54万 | 0.13% | 560 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $68.21万 | 0.12% | 1,988 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $60.97万 | 0.11% | 7,300 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $60.88万 | 0.11% | 4,360 | -510 | -10.5% | -$7.12万 | 减仓 |
| DGRO | ISHARES TR | $59.26万 | 0.11% | 7,819 | -149 | -1.9% | -$1.13万 | 减仓 |
| WFC | WELLS FARGO & CO | $58.62万 | 0.10% | 7,094 | -107 | -1.5% | -$8,842 | 减仓 |
| DEO | DIAGEO PLC | $57.72万 | 0.10% | 7,181 | -2,682 | -27.2% | -$21.56万 | 减仓 |
| WAT | WATERS CORP | $56.97万 | 0.10% | 1,519 | -17 | -1.1% | -$6,376 | 减仓 |
| SYK | STRYKER CORPORATION | $56.04万 | 0.10% | 1,780 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $53.91万 | 0.10% | 957 | 6 | 0.6% | $3,380 | 加仓 |
| XYL | XYLEM INC | $53.05万 | 0.09% | 4,488 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $53.03万 | 0.09% | 14,417 | 2,350 | 19.5% | $8.64万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $52.60万 | 0.09% | 5,737 | -1,759 | -23.5% | -$16.13万 | 减仓 |
| RTX | RTX CORPORATION | $50.81万 | 0.09% | 2,678 | -210 | -7.3% | -$3.98万 | 减仓 |
| ETN | EATON CORP PLC | $50.07万 | 0.09% | 1,175 | 13 | 1.1% | $5,540 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $48.13万 | 0.09% | 12,680 | 6,810 | 116.0% | $25.85万 | 加仓 |
| CSCO | CISCO SYS INC | $45.34万 | 0.08% | 3,860 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $44.56万 | 0.08% | 2,724 | 24 | 0.9% | $3,926 | 加仓 |
| NKE | NIKE INC | $44.06万 | 0.08% | 10,733 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $44.01万 | 0.08% | 2,508 | -447 | -15.1% | -$7.84万 | 减仓 |
| BKE | BUCKLE INC | $43.47万 | 0.08% | 10,300 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $41.44万 | 0.07% | 603 | 12 | 2.0% | $8,248 | 加仓 |